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401(k) Real Talk Episode 107: May 22, 2024

Open, honest and candid discussion about Congress' attempts to foil the DOL fiduciary rule, a Cerulli report on managed accounts, Pontera adding Stifel and more.

Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for’s RPA channel, reviews all of last week’s industry news and selects the five most important/interesting stories.

  1. Congress moves to derail DOL fiduciary rule
  2. Cerulli reports on managed accounts results (Download whitepaper)
  3. Pontera adds Stifel
  4. How benefit professionals are leveraging AI
  5. A peek into the future for 401(k) plans

Worth reading/listening to:

  1. Vanguard appoints former BlackRock exec CEO
  2. States are partnering to provide auto-IRA programs
  3. Goldman wins $43 billion OCIO mandate
  4. SEC announces rule requiring advisors to alert clients about data breaches
  5. BlackRock’s head of retirement departs

Read the transcript

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